Can I add case notes directly from the Task Board?

Yes. You can add case notes straight from the board without switching screens, keeping everything connected and streamlining your workflow.

How does the Task Board help with billing?

Tasks can be prepared for billing directly from the board, connecting your work to claims without manual data entry or spreadsheet juggling.

Can I see which tasks are overdue?

Yes. The Task Board highlights outstanding and overdue items automatically, so you can prioritise what needs attention and stay on top of your caseload.

Can I reorganise tasks on the board?

Yes. You can easily drag and reorganise tasks to match your workflow and priorities, giving you full control over how you manage your caseload.

Does the Task Board work for multiple Participants?

Yes. You can view and manage tasks across your entire caseload from a single dashboard, keeping all Participant tasks visible and organised.

Task Board for Support Coordinators

A central Task Board gives you control of your caseload and reduces stress

No more juggling tabs. The Task Board keeps everything in one place — tasks, notes, and billing — so you can stay organised and work more efficiently without bouncing between spreadsheets, calendars, and endless browser tabs.

Let's show you how

Work from One Screen, Not Ten

No more bouncing between spreadsheets, calendars, and endless browser tabs. The Task Board centralises everything you need.

Single Dashboard View

View and manage Participant tasks across your entire caseload from one centralised dashboard.

Notes from the Board

Add case notes straight from the board without switching screens or losing context.

Billing Integration

Get tasks ready for billing without the hassle of manual data entry or spreadsheet exports.

Everything Connected

Tasks, notes, and claims stay connected, creating a seamless workflow from start to finish.

Stay on Top of Outstanding Tasks

Never lose track of what needs to be done with clear visibility of outstanding and overdue items.

Outstanding at a Glance

See outstanding tasks instantly, so nothing slips through the cracks or gets forgotten.

Prioritise Urgent Items

Quickly identify what is overdue or urgent, helping you focus on what matters most.

Drag and Reorganise

Easily drag and reorganise tasks to match your workflow and changing priorities.

Caseload Control

Keep your caseload under control with clear oversight of all Participant tasks in one place.

Built for Busy Support Coordinators

Support Coordinators juggle endless priorities. The Task Board keeps everything organised so you can manage caseloads without the overwhelm.

Manage Multiple Participants

View tasks across all Participants simultaneously, making caseload management more efficient.

Connected Workflow

Keep tasks, notes, and claims connected in one system, eliminating disconnected processes.

Work Faster

Reduce time spent on admin and context switching, allowing more time for Participant support.

Less Stress

A clear, organised Task Board reduces overwhelm and helps you stay on top of your workload.

How It Works

From task to billable casenote in three steps

Select your Participant

Choose the Participant you're working with.

Add your task

Record the support delivered, and choose the correct line item.

Add time and case note

Enter your time, write your case note, and submit. Everything flows through to billing, compliance, and reporting automatically.

Complete Solution

Works With Your Whole Workflow

The Task Board is just one part. See how it connects with the rest of your operations.

NDIS Bulk Uploads

Build NDIA claim files automatically and reconcile payments in minutes. Keep claims accurate, up to date, and audit-ready without manual spreadsheets.

Explore Bulk Uploads